Carson Advisory Inc.
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Athens, GA
CIK
0001909304
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
157
143,806
CGGO, BRK-B, SO, AAPL
13F-HR
2/13/2025
000190930425000001
Q3 2024
177
159,297
CGGO, BRK-B, SO, AAPL
13F-HR
11/1/2024
000190930424000005
Q2 2024
166
142,526
CGGO, BRK-B, SO, AAPL
13F-HR
8/7/2024
000190930424000004
Q1 2024
173
142,172
BRK-B, CGGO, SO, MSFT
13F-HR
5/3/2024
000190930424000002
Q4 2023
160
128,595
BRK-B, CGGO, SO, AAPL
13F-HR
2/6/2024
000190930424000001
Q3 2023
150
114,104
BRK-B, SO, CGGO, AAPL
13F-HR
11/8/2023
000190930423000005
Q2 2023
156
118,386
SO, BRK-B, CGGO, AAPL
RESTATEMENT
7/28/2023
000190930423000004
Q1 2023
151
112,513
SO, BRK-B, EIX, CGGO
13F-HR
5/5/2023
000190930423000002
Q4 2022
138
104,266
SO, BRK-B, NKG, EIX
13F-HR
2/8/2023
000190930423000001
Q3 2022
126
90,242
SO, BRK-B, NKG, EIX
13F-HR
11/7/2022
000187681122000005
Q2 2022
123
89,540
SO, EIX, BRK-B, T
13F-HR
8/3/2022
000190930422000003
Q1 2022
134
100,524
SO, BRK-B, EIX, T
13F-HR
5/2/2022
000190930422000002
Q4 2021
134
98,697
SO, BRK-B, AAPL, EIX
13F-HR
2/8/2022
000190930422000001
Showing 1 to 13 of 13 entries
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Additional filings from Carson Advisory Inc. that have since been restated
Q2 2023